Coaching and Lead Generation
A Napa Valley menopause coaching practice. We built the website and the private system behind it, so Erin can turn visitors into consultations and run every client from one place.
Requesting a free consultation
Overview
Erin coaches women through menopause. Her clients are making a personal decision, so the website had to feel calm and safe long before it asked for anything.
The public site earns trust and guides women to a free consultation. Behind it sits a complete client system she runs herself: contacts, agreements, forms, resources, tasks, and email, all in one private dashboard.
Before, that meant separate tools for signing, questionnaires, and documents, with details copied by hand. Now every step lives in one place, and every signed agreement or completed form saves to the right client on its own.
Her whole practice, in one place
The website earns trust and books consultations. This is the private dashboard Erin uses to run everything that happens after that.
One dashboard for contacts, agreements, forms, resources, tasks, and email
Sign agreements without leaving your business
Contracts become secure documents she manages in house. She sends a link, the client signs online, and the signed copy files itself with the right person.
Create and send
Start from a saved template or generate one with AI, then send a secure signing link in one click.
Sign online
The client opens the link and signs from any device. Nothing to print, scan, or email back.
Saved automatically
The signed agreement is stored with the right contact the moment it is complete.
Turn your questions into a web form
Onboarding packets, weekly check ins, and questionnaires become clean web forms. Answers save straight to the client, with no retyping.
Turn any questionnaire into a form
Start with a plain PDF, document, or list of questions. There is no need to rebuild or format anything first.
Turn it into a working form in seconds
Paste in the questions and the system builds the online form automatically. Every field can still be edited, reordered, customized, and saved as a reusable template.
Answers save to their record
You send a private link. When it is submitted, the responses attach to that client on their own.
Plain text becomes a branded handout
Turn notes, existing content, or a rough draft into a polished, on brand PDF, then save it to your resource library to reuse.
Plain text or a rough draft
Notes, existing content, or a document you already have. No design work needed from you.
Branded and formatted for you
It becomes a polished, on brand PDF. Review and edit every part before it goes out.
Flip through the result
Save it to your resource library to reuse, or send it to a client as a professional handout.
Every to do, tied to the right client
Create tasks, add notes, track progress, and link each one to the person it belongs to, so nothing gets lost between calls.
Erin books consultations from the website and runs every client from one dashboard, with no stack of monthly tools to manage.